Introducing: Community Learning Series | Digest #1 - May 2020

Introducing: Community Learning Series | Digest #1 - May 2020

Dear customers,

We hope you are staying safe and healthy.

Helping businesses manage their customer subscriptions more efficiently has always been, and always will be, our goal at Zoho Subscriptions. We strongly believe this is possible if we grow together as a community and share what we know with each other. To nurture this shared learning experience, here is our brand-new Community Learning Series!



Welcome to the first edition of our digest! Each edition of our community digest includes guides and articles, general discussions, webinars, product news, and much more! Read on to find:

1. Upcoming Webinars

These are hosted by our in-house product experts. Feel free to join any of these:

      1. Essential business survival guide during COVID-19
      Date: Wednesday, May 20, 2020
      Time: 12 PM - 1 PM EDT
      Register here: https://zoho.to/ZF_digest

      2. Subscription management made easy with mobile apps
      Date: Thursday, May 21, 2020
      Time: 10 AM - 10:30 AM GMT
      Register here: https://zoho.to/VHp

      3. [For Canadian users] Legal perspective on commercial tenancy issues in the midst of the
      pandemic

      Date: Thursday, May 26, 2020
      Time: 1 PM - 2 PM EDT
      Register here: https://zoho.to/41y 

      4. How a recurring billing tool can improve customer retention during a crisis
      Date: Thursday, May 28, 2020
      Time: 10 AM - 10:30 AM GMT
      Register here: https://zoho.to/wPS


2. Tips and Tricks

Some of you might be already following the Tips and Tricks posts in our community. Each edition of the digest will highlight one of those posts so you can try the tips and post questions if you have any.


3. Integration Spotlight

Just like communication among the members of a community can bring a new perspective on things, communication between your business apps can offer you new possibilities!

In this edition of our community digest, we are focusing on our Slack integration.



By integrating your Zoho Subscriptions account with your preferred Slack channel, your team gets notified automatically about important events like lost opportunities and payment failures, to help you reduce churn. To find out how to connect these accounts and start receiving real-time notifications, check out our integration help document.

4. COVID-19 Business Resource Center | Zoho Finance
To help you manage your finances during these challenging times, we’ve put together a set of resources including recent government updates, articles, and informative webinars. You can find them in our COVID-19 Business Resource Center.

5. Customer Corner
This section is our favorite—it's exclusively for sharing the success stories of our customers, one customer at a time. In this edition, we would like to share the story of Reeder Media, a digital agency based out of California.

Reeder Media cut down their processing time on subscription renewals by 75% and eliminated postage charges completely after adopting Zoho Subscriptions for their billing. Read the complete story.

If you'd like to have your business featured on this section, let us know in the comments and we will get in touch with you!

Before we wind up, we have some good news to share—Zoho Subscriptions has been recognized as a High Performer by G2, the popular software review site, among other accolades! Check out the full list of awards. Show us some social media love while you're there—retweets will bring a big smile to our face! This recognition would never have been possible without you, so a huge thanks to every one of our customers.

Stay tuned for our next edition of #CommunityDigest!

You can also follow us on Twitter, Instagram, or Facebook to stay up to date. 

Was this a good read? Would any other information be useful to you? Do let us know in the comments.

Until next time,
Harikrishna
Customer Relations | Zoho Subscriptions



      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • Community Learning Series | Digest #5 — September 2020

            Dear customers, We're happy to bring you the September edition of our #CommunityDigest! Keep track of your subscription KPIs right from your smartphone: Last month, we enhanced our Android mobile app to help our customers get daily updates on their business health. We got to know from a lot of customers that this has made their job much more easier because they no longer have to keep a reminder to manually check on the previous day's revenue or activations. If you have not downloaded it yet, here's
          • Community Learning Series | Digest #4 - August 2020

            Dear customers, We hope you're staying safe and healthy. I'm happy to bring you the fourth edition of our #CommunityDigest with some brand-new updates from us. 1. Daily Business Updates (for Android users) The Zoho Subscriptions Android app has got a cool new update: You can now get a push notification to your smartphone that lets you know how many activations and cancellations have taken place, and what's the net revenue for the previous day. The best part is, you can tell the app when exactly you
          • Community Learning Series | Digest #3 - July 2020

            Dear customers, We hope you're staying safe and healthy. We're glad to bring you the July edition of our #CommunityDigest. New community members can view our previous newsletters here. This time, we have two major updates and three interesting topics for you: 1. Zoho Subscriptions Developer Community Since the inception of Zoho Subscriptions, our team believed that the recurring billing platform we provide should be able to offer an extensive API library that empowers businesses to automate most
          • Introducing: Community Learning Series | Digest #1 - May 2020

            Dear customers, We hope you are staying safe and healthy. Helping businesses manage their customer subscriptions more efficiently has always been, and always will be, our goal at Zoho Subscriptions. We strongly believe this is possible if we grow together as a community and share what we know with each other. To nurture this shared learning experience, here is our brand-new Community Learning Series! ​ Welcome to the first edition of our digest! Each edition of our community digest includes guides

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ






                                ご検討中の方

                                  • Recent Topics

                                  • Tables from ZohoSheets remove images when updated from source

                                    I have a few tables from a ZohoSheet in a ZohoWriter document that will remove the images in the cells when I refresh from the source. The source still has the images in the table when I go to refresh. After updating from the source, as you can see the
                                  • API Pagination Error: 'from' Parameter Limit

                                    Hello, I am encountering an error while paging through the Zoho Desk API results: Status code: 422 - {"errorCode":"UNPROCESSABLE_ENTITY","message":"The value passed for field 'from' exceeds the range of '0-4999'."} Is 5000 the maximum number of records
                                  • How to go to the next open ticket in the queue when agents closes ticket

                                    Zoho Desk When agent closes a ticket - eg when they choose 'Send and Close" - where is the setting that automatically redirects them to the next open ticket in the queue?
                                  • External download link limit

                                    Can You please help us to understand this For Zoho WorkDrive external users, the download limit is a maximum of 5 GB total download size and a maximum of 50 first-level files and folders What is the meaning of first level? We are using these files in
                                  • CRM verify details pop-up

                                    Was there a UI change recently that involves the Verify Details pop-up when changing the Stage of a Deal to certain things? I can't for the life of me find a workflow or function, blueprint, validation rule, layout rule ect that would randomly make it
                                  • Custom templates for calendar report

                                    What about being able to design custom templates for the calendar report, as well as for other types of reports? I think more users are waiting for this.
                                  • Print a price list or price book

                                    Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (more
                                  • Disable payment thank-you emails

                                    Hello, can someone please tell me how to disable sending of the "Payment Thank-You" emails? 
                                  • Maximum tags possible in Contacts Records

                                    I read in some documentation that Zoho allows a total of 200 tags across all records. Is this correct? So is it not possible to have one tag per record for 500 records?
                                  • Any way to "Pay with Check" or "Refund with Check" for Credit Notes?

                                    When we have a Bill in Zoho Books, we can select the "Pay with Check" option which then allows us to print/cut the check directly out of Zoho Books. When we created a Credit Note and want to refund the customer, is there any way to Refund with Check,
                                  • CRM Mobile reports

                                    When our engineers finish a job they like to email the customer a job report. This is best done todate as an email template but we can find no way to include an image field from that module. Is there any other options?
                                  • When Zoho Tables Beta will be open to EU data center

                                    Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!
                                  • Start Form on a different page (i.e., hide form pages)?

                                    I have a Zoho form that uses the `Field Alias - Prefill URL` feature. My goal is to have a pre-filled field that directs the user to a specific starting page in the form. For example: The URL will have a field alias that will auto-populate a field with
                                  • How can we disable "My Requests"?

                                    We are not using this functionality in our system at all and our users get confused.
                                  • PayPal payment received recording problem

                                    Hi, A little while back one of our customers used the PayPal payment option to pay an invoice For some reason though the payment is showing up twice within the Payments section of the invoice! Instead of setting the invoice value to ZERO, it now shows a negative value Anyone else face this problem? I've checked PayPal and there is only 1 payment in reality... A bug? Actonia ps: for anyone from Zoho Customer Service or tech team,  its Invoice 785 in our account
                                  • string(87) "{"code":"INVALID_TOKEN","details":{},"message":"invalid oauth token","status":"error"} " grtting this error

                                    Using access token i am trying to add sales orders through api but it is throwing errors like the above i have mentioned. Please help me for that
                                  • How to mute chat notification sound by default in Zoho SalesIQ?

                                    We’ve recently embedded the Zoho SalesIQ chatbot on our website, and we’ve noticed that notification sounds sometimes play even when the visitor hasn’t interacted with the chat widget yet. We’re trying to understand two things: Why do these sounds occur
                                  • Kanban View for Projects.

                                    At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.
                                  • How to Hide Article Links in SalesIQ Answer Bot Responses

                                    I have published an article in SalesIQ, and the Answer Bot is fetching the data and responding correctly. However, it is also displaying the article link, which I don’t want. How can I remove the link so that only the message is shown?
                                  • Add RECURRING option when adding email to calendar events

                                    When you add an email to a calendar event, there is no option to make that new calendar event into a recurring event.  It is counterproductive to make an event from your email to then have to go to your calendar, find the event, and make it recurring. 
                                  • LINE Auto Message Connect to Zoho

                                    When I integrated LINE into the CRM, I was prompted to disable “Chat,” “Auto Response,” and “Greeting Messages,” and to enable the webhook. However, since I have already set up some auto-reply features in LINE, including Rich Messages and greeting automation,
                                  • Option to block bookings from specific email address or ip adresss in zoho booking

                                    Sometime few of our client keep booking irrelevant booking service just to resolve their queries and they keep booking it again and again whenever they have queries. Currently its disturbing our current communication process and hierarchy which we have
                                  • Threaded conversations for emails sent via automation

                                    Hi Guys, I hope you are doing well. Don't you guys think we should have an option in a workflow to notify users either as a new email or the previous email thread. For example, if you have one deal in the process and there are 10 different stages during
                                  • Create folder is fetch fails

                                    coming from zapier... zapier has a google drive task that searches for a specific folder in google drive, and if it fails to find the folder it will create a folder based on the search criteria, and contine along the singluar path of the flow. Trying
                                  • Meetups de Usuarios de Zoho - Noviembre 2025

                                    ¡Hola, Comunidad! Durante el mes de noviembre celebraremos los Meetups de usuarios de Zoho, encuentros presenciales pensados para quienes queráis mejorar vuestras estrategias de lead nurturing y aprender a sacar el máximo partido a herramientas como Zoho
                                  • Introducing 7 New Connectors in Zoho DataPrep!

                                    We’ve just made data management even easier - Zoho DataPrep now supports 7 new external connectors to help you build more robust, scalable ETL pipelines. Why it matters: ✅ Broader data access ✅ More automation, less manual work ✅ Smarter pipelines, better
                                  • Sales Order, Invoice and Payment numbers

                                    Hi zoho friends, it is me again, the slow learner. I'm wondering if there is a way to have it so the Sales order, invoice and payment numbers are all the same? It would be easier for me if they were the same number so there is not so many reference numbers
                                  • Missing information data Zoho inventory

                                    there some missing data in Zoho inventory connection. pick list stock counts bin location we have requested it via mail and the support team doesn’t gove feedback. has anyone achieve to get these info or to ask other ya les
                                  • First day of trying FSM in the field.

                                    What we found. 1. with out a network connection we were unable to start a service call? 2. if you go to an appointment and then want to add an asset it does not seem possible. 3. disappointed not to be able to actually take a payment from within the app
                                  • Zoho Desk app update: AI powered features

                                    Hello everyone! We’ve introduced various AI-powered services on the Zoho Desk app. Let's take a look at what's new. Generate Content: Generate Content uses AI to formulate responses based on the your query and provides a ready-to-use reply which can be
                                  • How to Automate Email Sequence

                                    I'm having trouble trying to set up a workflow to automate an email sequence. Once a group of emails in a Task has been tagged by a certain tag, I want an instant email template to be sent. After 7 days with no response, another email template would be
                                  • Turning off the new UI

                                    Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?
                                  • Zoho Sprints Android v2.0.4 app update: Item reminders, archive Epics, Kanban projects, Epic progress

                                    Hello everyone! In the latest version(v2.0.4) of the Zoho Sprints Android app update, we have introduced various new features. Let's take a look at what's new! Item Reminder Stay organized and never miss an important date with the all-new Item Reminder
                                  • Credit Management: #3 Setting Credit Limit for Customers

                                    Think about that one familiar customer of yours who always buys on credit. They usually pay on time, maybe a little late here and there, but not alarming. So, you are fine saying, "Sure, pay later." Then, one day, they place a significantly bigger order
                                  • Canvas View in Zoho Recruit

                                    Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?
                                  • Adding Reports to Portals

                                    Is there a way to add Reports to portals so only the user can see report templates relevant to them?
                                  • Update on the client portal URL for Guest users

                                    We’re updating the way Guest users access their Connect network. As part of this change, all client organization portals used by Guest users will now be accessible through a dedicated domain specific to each data center. The access URLs mentioned here
                                  • Preserve Ticket Issue Mapping When Migrating from Jira to Zoho Projects

                                    Hello Zoho Projects Team, We hope you are doing well. We are currently exploring a full migration from Jira to Zoho Projects, and we identified a critical limitation during the migration process involving Zoho Desk integration. Current Situation: We use
                                  • Enhancements to Zoho Map integration tasks

                                    Hello everyone, We're excited to announce enhancements to the Zoho Map integration tasks in Deluge, which will boost its performance. This post will walk you through the upcoming changes, explain why we're making them, and detail the steps you need to
                                  • Unable to see Zoho contacts in Zoho app on ios

                                    Hi Support Team, I am a new user, I have created my account and installed zohomail app on iOS 16 which works. I was also able to import my Gmail contacts into Zoho Contacts, which I can see. The problem is that I can’t see these imported cobalts in Zohomail
                                  • Next Page